IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,980
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.83M
3
+$7.45M
4
IAU icon
iShares Gold Trust
IAU
+$6.42M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$5.87M

Top Sells

1
+$7.49M
2
+$5.27M
3
+$3.43M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.86M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.49M

Sector Composition

1 Technology 9.09%
2 Financials 4.8%
3 Healthcare 4.69%
4 Consumer Discretionary 4.52%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
$1K ﹤0.01%
+23
2377
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22
2378
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+24
2379
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+168
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35
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2381
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35
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160
-109
2383
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182
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+22
2386
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12
2387
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338
-1,298
2388
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25
-11
2389
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70
2390
$1K ﹤0.01%
+31
2391
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11
2392
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2393
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+15
2394
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108
-463
2395
$1K ﹤0.01%
+63
2396
$1K ﹤0.01%
+48
2397
$1K ﹤0.01%
100
2398
$1K ﹤0.01%
+38
2399
$1K ﹤0.01%
18
-58
2400
$1K ﹤0.01%
48
-34
94 95
96
97 98